Change Account Information

Title and Description
Account Maintenance 
Maintenance options to an account.
Account Maintenance 
Maintenance options to an account.
Account Service Options 
Account Service Options for an account.
Change Dealer/Investment Professional 
How to change the Investment Professional on a Federated account.
Change Registration on an UGMA/UTMA Account 
How to change the registration on an UGMA/UTMA account.
Changing Banking Information on an Account 
How to change the banking information on an account.
Changing the Address on Your Account 
Please follow these instructions to change the address on your account.
Designating Beneficiaries on Your Account 
Please follow these instructions to designate beneficiaries on your account.
Direct Deposit Dividends to a Bank 
Instructions on how to send dividends to a bank.
Establishing Direct Deposit Services on an Account 
How to establish direct deposit services for Federated accounts.
Joint Tenant - How to Add or Remove 
How to add or remove a new joint tenant on an account.
Name Change on Account Due to Marriage 
How to change a name on an account due to marriage.

Questions?

Contact Us, and our client service team will assist you.


 
 
 
 
 
 
 
 
 
 
 
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